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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,027 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 786 increasing their positions, 756 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,027
Holders Change
+17
Holders Change %
+0.85%
% of All Funds
29.38%
Holding in Top 10
245
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-4.3%
% of All Funds
3.55%
New
137
Increased
786
Reduced
756
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$239M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$124M
3
HWM
HB Wealth Management
Georgia
+$112M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$85.2M
5
AAS
Annex Advisory Services
Wisconsin
+$72.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.1B
2
Bank of America
Bank of America
North Carolina
-$914M
3
Truist Financial
Truist Financial
North Carolina
-$99.4M
4
Charles Schwab
Charles Schwab
California
-$96.9M
5
AWM
Apollon Wealth Management
South Carolina
-$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FW
1076
FirstPurpose Wealth
Utah
$1.06M +$289K +1,626 +38%
RWPA
1077
Richard W. Paul & Associates
Michigan
$1.05M -$157K -860 -13%
IAA
1078
Independent Advisor Alliance
North Carolina
$1.05M -$1.06M -5,815 -50%
FPGK
1079
Financial Partners Group (Kansas)
Kansas
$1.05M -$86.2K -472 -8%
ML
1080
McAdam LLC
Pennsylvania
$1.05M -$28.3K -155 -3%
HA
1081
Herold Advisors
New York
$1.04M +$9.5K +52 +0.9%
IFWM
1082
Institute for Wealth Management
Colorado
$1.03M -$17.3K -95 -2%
EBSAM
1083
Eubel Brady & Suttman Asset Management
Ohio
$1.03M – – –
FB
1084
First Bancorp
Maine
$1.03M -$7.3K -40 -0.7%
CG
1085
Cutler Group
California
$1.03M +$1.03M +5,647 New
NWM
1086
Northwest Wealth Management
Iowa
$1.03M -$3.29K -18 -0.3%
MLL
1087
Moody Lynn & Lieberson
Massachusetts
$1.03M – – –
VFA
1088
Valeo Financial Advisors
Indiana
$1.02M +$99.9K +565 +11%
LRIA
1089
Leonard Rickey Investment Advisors
Washington
$1.02M +$1.64K +9 +0.2%
SP
1090
Successful Portfolios
Florida
$1.01M +$51.7K +283 +5%
KOMWMG
1091
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M -$40.2K -220 -4%
VDBMI
1092
Van Den Berg Management I
Texas
$1.01M -$64.6K -354 -6%
SAM
1093
Smithbridge Asset Management
Pennsylvania
$1.01M – – –
SF
1094
Safeguard Financial
Wisconsin
$1.01M -$9.86K -54 -1%
BWP
1095
Baldwin Wealth Partners
Massachusetts
$1M – – –
FGA
1096
Fortis Group Advisors
New Jersey
$1M -$353K -1,932 -26%
ORC
1097
O'Rourke & Company
Massachusetts
$1M +$3.29K +18 +0.3%
MG
1098
Mather Group
Illinois
$999K +$119K +699 +14%
FAG
1099
Fortitude Advisory Group
Washington
$996K +$20.5K +112 +2%
PS
1100
Principal Securities
Iowa
$991K +$249K +1,365 +34%
42 43
44
45 46